Sustainable Wealth Management, a firm that helps manage investments and finances, will soon set up shop in downtown Vancouver.
The Vancouver-based company, which also has a small office in Portland, said it will move to a 2,500-square-foot office at 300 E. 17th St. and expects to open in August. Up to eight people could work there.
Known also as SWM, the firm says its forte is creating “a portfolio that aligns with both your resources and your values.” Clients’ assets have grown from $72 million to about $200 million — 277 percent — over the last five years, the firm said.
